A single, sensible appointment by Donald Trump caused one of the biggest moves in the gold price we’ve seen in months. So who is Scott Bessent, and what drove the market reaction?
James speaks to Dr Xiaolin Chen, head of International at KraneShares, who shares her insights on some of the most pressing issues facing China’s economy today and their implications for investors…
In today’s issue: Things are about to get very interesting indeed for energy investors Can green stocks survive a Trump presidency? What matters more for…
AI is about to boost the global economy by $200 trillion. That’s 85 times bigger than crypto… four times the size of the S&P 500… and almost double the entire global economy…
Nvidia’s culture of innovation is crucial to its success, and its share price surge is well earned. But as it loses momentum, we are looking elsewhere to a potential future winner…
The rise and fall of Intel has valuable lessons for investors about the lifecycle of business and the innovator’s dilemma. But who is replacing it at the helm of the most important industry in the world?
Inflation has fallen, oil is crashing and bond markets are pricing in a very aggressive series of interest rate cuts in the US… but we have somewhere for investors to thrive, not just hide…
With Nvidia’s rate of growth starting to slow, then wider fears about increasing competition with chip rivals mean there might now be better ways to invest in AI than via the chip-makers themselves..
The Olympics is all about soft power, but in the Middle East, hard power still dominates, with scary implications for energy markets and the global inflation narrative.